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SOFTWARE

D-Tools Cloud Bid, track, and manage from any device with 
D-Tools Cloud-based proposal software. Overview Product Features D-Tools Cloud Mobile App
System Integrator Estimate, design, and install with the #1 AV system integration software. Overview Product Features SI Mobile Install App

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FEATURES

Integrated Product Library
System Design
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Field Service Management
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Proposals and Sales
Third Party Integrations

INDUSTRY

Residential Systems
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Security
HVAC Controls
Higher Ed
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IT/MSP

SOFTWARE

D-Tools Cloud Discover and compare pricing options for our powerful web-based solution. Pricing
System Integrator Explore and compare pricing options for our comprehensive project management software. Pricing

SUPPORT & IMPLEMENTATION

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Business Analytics

Back Office Management Resources to Optimize Operations

D-Tools delivers powerful back-office tools to enhance efficiency and streamline operations. From procurement and inventory management to seamless integrations with leading accounting platforms, D-Tools software improves operational efficiency while providing integrators with valuable business insights. Leverage visual reports and analytics to make data-driven decisions and optimize business performance.

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Gain Insights with QuickBooks and Seamless Third-Party Integrations

D-Tools software integrates directly with popular accounting platforms like QuickBooks, QuickBooks Online, and Xero, eliminating double data entry and ensuring accurate accounting, purchasing, and invoicing. Additionally, D-Tools supports third-party integrations via API, enabling compatibility with CRM systems and other ERP technologies to streamline operations and enhance business workflows.

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Efficiency Meets Transparency in Payment Management 

D-Tools Payments offers capabilities that allow you to manage the entire payment lifecycle—from invoice to bank deposit — all within a unified D-Tools Cloud experience. Gain unparalleled control over your financial transactions and resolve issues with ease without leaving D-Tools Cloud. 

Learn more about D-Tools Payments here
Project Payments
payments deposit
Billing Tab Payments
Automatic payments
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Fast, Secure Payment Processing

With D-Tools Payments, enjoy rapid and secure transaction processing. Our advanced payment technologies ensure that your financial transfers are both swift and secure, protecting your funds and financial information.
Project Payments

Easily Manage Project Deposits

Simplify deposit management, ensuring you get paid faster and keep projects on track. With clear visibility into deposit status, you can improve cash flow and eliminate manual tracking.
payments deposit

Embedded Reporting Tools & Real-Time Notifications

Instant in-app notifications alert users to potential issues with actionable guidance for quick resolution, while integrated reporting delivers detailed payment and financial insights directly within the platform — empowering well-informed decisions.
Billing Tab Payments

Automated Recurring Payments

Collecting recurring revenue is now easier with automated payments for service contracts, ensuring on-time payments and reliable cash flow. Clients receive timely reminders, payment confirmations, and can easily update their payment methods, delivering a hassle-free experience for both sides.
Automatic payments

Consistent, Professional Invoicing

Invoices carry the same clean, professional look as the original quote, which removes confusion for clients and keeps every document aligned with your brand. This consistency helps clients understand what they are paying for and reinforces trust at every step of the project.
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Purchase Orders

Streamline Procurement for Projects and Inventory

Effortlessly create and manage POs for projects, service orders, or directly from your product catalog. Customize vendor and shipping details, receive and allocate products to projects or stock, and ensure the right products are available for every job.

SI PO Purchase order back office Purchase Order by Status
Efficient Procurement
SI PO

Effortlessly generate purchase orders for a single or multiple projects leveraging integrator-specific pricing from the D-Tools Product Library.

Receive and Allocate Items
Purchase order back office

Receive  and allocate items for projects or stock - track items and associate to installation tasks and service orders. 

Track Item Status
Purchase Order by Status

Keep track of items from receipt through installation, and service.

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Purpose-built Inventory Management to Simplify Workflows and Boost Efficiency

D-Tools Cloud's Inventory D-Tools Cloud's Inventory Management functionality provides a seamless solution for tracking and managing inventory — from purchasing and stock control to project allocation and delivery — with optional per-unit serialized tracking for businesses that need deeper visibility.

Learn more about our Inventory Management features
Procurement Home New Module
inventory mobile
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Item Status schedule new module
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Streamlined Purchasing Workflows

Simplify and optimize product procurement for both project-specific and stock items by knowing what’s on hand in advance.
Procurement Home New Module

Bar/QR Code Scanning

Receive items directly into inventory via a handheld device and assign them to designated locations in the warehouse.
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Real-Time Inventory Tracking

Monitor inventory levels in real time as items are received, allocated, moved, or used — with optional per-unit tracking for serialized assets.
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Smart Inventory Allocation & Management

Reserve and allocate items for specific projects to ensure availability when they are needed in the field. Assign and transfer items between warehouses, vans, and job sites.
Item Status schedule new module

Efficient Re-Ordering

Never run out of critical stock items with automated re-order alerts whenever minimum stock levels are reached.
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Comprehensive Business Reporting to Drive Better Decision

Business management reporting enables business owners to build and operate more effective and profitable businesses. In particular, accurate revenue reporting and job costing lead to more precise labor estimation and utilization, reduction in design oversights, and more profitable projects over time.

Sales Forecast BO job costing back office SI Business Analytics Back Office
Sales and Pipeline
Sales Forecast BO

Get a clear view of your sales team's activity and future revenue projections. Filter forecasts by sales representative, project type, market sector, lead source, and more to gain actionable insights and assess pipeline health with precision.

Job Costing
job costing back office

Powerful project reporting to help ensure projects are delivered on-time and on-budget. Track costs versus estimates, control expenses, and improve profitability with comprehensive job-cost reporting tools.

Business Intelligence
SI Business Analytics Back Office

Track and measure KPIs such as sales forecasts, labor utilization, vendor engagement, product usage, profit analysis, and more. Gain a better understanding of your business performance to make informed decisions, optimize operations, and drive growth.